There’s a lot of confusion out there so we want to make sure all of our clients fully know what you own, why you own it, make sure the beneficiaries are correct, and make sure it’s best positioned to add the most value to your needs and concerns.
Have your life insurance needs changed?
A life insurance policy review is an important step in achieving your long-term goals.
You chose your current life insurance policy because it was best suited for your needs at the time, but have those needs changed?
Is your policy still performing according to expectations and meeting your financial goals?
A regular life insurance review can help ensure your objectives are still being met. And if they’re not being met, you can make the appropriate changes to meet your current and future needs.
Take our online review so you can get the answers you and your family need.
After you fill out the review, I can follow up with a phone call to walk through your situation to help identify your needs and talk through options that add the most value.
2 quick items:
1)At the end of the review it will ask for the Agent’s name so put down Scott Krase
2)Send an email to info@commonfinancialsense.com with your name and phone number to walk you through your review.
Click the button to start your online review.
